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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-16 |
| NC | RA | APPROVED | 2023-12-05 |
Branch Locations
1928 Weddington Rd Suite D, Weddington, NC 28104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joe Pomykacz Insurance Agency | Matthews | NC | 06/2023 | 05/2024 |
| Jason Thompson Insurance Agency | Gainesville | FL | 01/2021 | 05/2023 |
| Bank Of America | Gainesville | FL | 09/2016 | 12/2020 |
| State Farm Vp Management Corp | Matthews | NC | 07/2023 | 05/2024 |
| Naylor Association Solutions Llc | Gainesville | FL | 07/2016 | 09/2016 |
| State Farm Investment Management Corp | Matthews | NC | 12/2023 | 05/2024 |
| State Farm Investment Management Corp | Indian Trail | NC | 05/2024 | 10/2024 |
| State Farm Vp Management Corp | Indian Trail | NC | 05/2024 | 10/2024 |
| State Farm Insurance | Indian Trail | NC | 05/2024 | 10/2024 |
| State Farm Investment Management Corp | Weddington | NC | 10/2024 | Present |
| State Farm Vp Management Corp | Weddington | NC | 10/2024 | Present |
| Dalton Cunningham Insurance Agency | Weddington | NC | 10/2024 | Present |
1) Katelyn Jerles & Dalton Cunningham - Property #1 (individually held real estate); Investment-related; 4450 SW 20th Lane Gainesville, FL 32607; Investment or Commercial Property; Owner; none; 4/1/2024; 1; 0; Duties - none. 2) Dalton Cunningham's Insurance Agency; Investment-related; 1928 Weddington Rd Suite D Weddington NC 28104; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
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